CGBL
+1.55 · +4.52%
$35.94 · NYSE ARCA

Capital Group Core Balanced ETF (CGBL) ETF Analysis | Moderate Allocation

Capital Group · USA
AUM:$5.3B
#– of – in Moderate Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.33% — competitive for the exposure provided.

What is CGBL?

In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. Under normal market conditions, the fund"s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund"s assets (if any) in money market instruments and cash.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
CGBL delivered 15.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.33%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 55.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$5.3B
Expense Ratio0.33%
Dividend Yield1.94%
Holdings49
Inception DateSept 2023
Domicile–
Distribution–
Index–
ProviderCapital Group
Beta–
CategoryModerate Allocation
CurrencyUSD
Portfolio Impact

How would CGBL affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.9%
1Y
+13.3%
3Y
+60.3%
5Y
+60.3%
OpenBook InsightIf you had invested £10,000 in CGBL 5 years ago, it would have grown to £16,026 — a gain of £6,026.

Annual Returns

Calendar year performance

CGBL delivered positive returns in 4 of the last 4 calendar years.
YearCGBL
2026 YTD+7.8%
2025+15.3%
2024+17.3%
2023+9.8%
CAGR 3yr+14.1%
4/4 positive yearsAvg return: +12.5%Worst year: +7.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
8.6%
Low
Momentum
+2.9%
30-day change
Support Level
37.62
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.